BUSINESS PROCESSES
Client Priority Triage Flowchart
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CASE ANALYSIS
Scenario
A law firm's intake team uses this flowchart to triage new client inquiries, ensuring urgent matters are escalated promptly while non-urgent ones are directed to appropriate resources.
Key decisions
- Is the matter urgent?
- Does it fall within our practice area?
When to reuse this
Any professional service firm needing a standardized client intake and triage process.
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flowchart-client-priority-triage-flowchart